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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Fund Letter | Cassandra A. HardmanHardman Johnston Global Equity | Schlumberger $SLB• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Long SLB (Schlumberger) We initiated a position in SLB, the largest global oil services provider, a name with which we are familiar. The company is... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | John W. RogersAriel Appreciation Fund | Schlumberger $SLB• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Long SLB (Schlumberger NV) Schlumberger was purchased during a period of weak oil prices and transition concerns, offering an attractive entry point. The company's massive... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | Tim EriksenCedar Creek Partners | Skyline Bankshares $SLBK• NASDAQ | BanksBanks | Cedar Creek Partners 2025 Q4 (SLBK) Community Banks We noted in our last letter that the fund has been building up a basket of what it sees as attractively priced community banks. At year end,... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Tyler Hardt, CFAPelican Bay Capital Management | Schlumberger $SLB• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Pelican Bay Capital Management 2025 Q2 (SLB) Schlumberger (SLB) was our worst performer, falling 18%. We increased our... | BULL | View Pitch → |
| Dec 6, 2025 | Fund Letter | First Eagle Investment Management, LLCFirst Eagle Global Fund | Schlumberger $SLB• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | First Eagle Global Fund 2025 Q2 (SLB) SLB is the world's largest oilfield service company. In addition to... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Ariel Investments, LLCAriel Focus Fund | Schlumberger $SLB• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Ariel Focus Fund 2025 Q3 (SLB) Schlumberger Limited (SLB) traded lower during the quarter, pressured by a challenging macroeconomic environment. OPEC+ supply increases... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.